Plan Snapshot
- Plan Sponsor: Neighborhood Restaurant Partners Florida, LLC
- Sponsor EIN: 454929185
- Sponsor Address: 3901 COCONUT PALM DRIVE, SUITE 103, TAMPA, FL, 336191355
- Plan Type: 401(k)
- Total Participants: 1,337
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,337 | $3.9M | $34,039 | $222,029 |
| 2023 | 831 | $4.0M | $37,676 | $230,606 |
| 2022 | 204 | $3.8M | $32,659 | $226,005 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $15,730 | — | $15,730 |
| ECONOMIC GROUP PENSION SERVICES | SERVICE PROVIDER | $11,046 | — | $11,046 |
| MERRILL LYNCH, PIERCE, FENNER & SMI | SERVICE PROVIDER | $9,934 | — | $9,934 |
| SMITH & HOWARD P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,710
- Estimated Expense Ratio: 0.943% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $36,710 | — | $36,710 | — | — |
| 2023 | $29,813 | — | $29,813 | — | — |
| 2022 | $12,589 | — | $12,589 | — | — |